- Citigroup, Inc. (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Citigroup, Inc. (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- HUB International Limited (Merrillville, IN)
- …Dress for Your Day Dress-Code Service Awards Here's Where You Come In As a Client Service Associate , you will manage a growing book of business for our ... and implementation of all contracts, paperwork, and internal processing on accounts. Implement Client Service Plans as directed by account team and/or Team… more
- BF Saul Company (Bethesda, MD)
- …Referral bonus Pre-tax transportation options Plus more! Essential Job Functions of a Client Services Associate : Deliver exceptional service by communicating ... planning, we show our commitment to inventive thinking and client service . Our global, macroeconomic outlook means...Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team.… more
- Elevance Health (Woodland Hills, CA)
- …ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for performing customer service in a ... Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I (California) Job Description: Title: Client Services Associate I Virtual:… more
- Cerity Partners (Mill Valley, CA)
- The Client Service Associate role focuses...to detail, and a commitment to providing friendly and professional client service . The role also ... Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports. The Associate ensures… more
- Bell Bank (Fargo, ND)
- …member of receptionist team with specific designated receptionist duties. Prepare client /prospect letters, correspondence, memos, etc. Transcribe client meeting ... notes. Attend department meetings and take minutes. Track client contact and pull reports as requested. Be central...our active receptionist team, answer incoming calls in a professional manner. Greet visitors coming into Bell Bank offices… more
- Raymond James Financial, Inc. (Memphis, TN)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- Bridgewater Associates (Westport, CT)
- …for the team, including providing administrative and calendar support Provide high quality and professional client service , acting as the first point of ... financial markets more generally. About Your Role As an Associate you'll help the Client Service...academic record preferred Experience in financial services or a professional business environment is a plus, though not required… more
- REMPREX, LLC (Lisle, IL)
- What You'll Do The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in ... that meets or exceeds our clients' expectations. The Client Service Associate executes the...ready to contribute your expertise to one of our professional corporate areas like Information Technology, Account & Finance,… more
- Morgan Stanley (Tampa, FL)
- …that align with your goals as a professional . A Typical Workday as a Client Service Associate : Manage daily volume of inbound calls and emails ... Solutions team is seeking a fully licensed Registered Client Service Associate in our...scope of Morgan Stanley's products and solutions in a professional and efficient manner - all while staying up… more
- TalentLink Solutions (Atlanta, GA)
- …wealth planning. We are expanding our team and hiring a highly organized and efficient Client Service Associate to join our team. This position is crucial ... experienced advisory team needs a strong leader to guide and work within our client service and operations model. Our collaborative and supportive team handles a… more
- Raymond James Financial, Inc. (Dallas, TX)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private...stressful situations and provide a high level of customer service in a calm and professional manner.… more
- SPS-North America (Chattanooga, TN)
- Job Title: Client Services Associate Reports To: The ...the highest level of service to all client and SPS employees while maintaining a professional ... Services Associate will report to the Client Services Supervisor, Client Services Manager, or...is needed when handling sensitive inquiries. Provides exceptional customer service to client . Provides reception or concierge… more
- Cerity Partners (Indianapolis, IN)
- The Client Service Associate role focuses...to detail, and a commitment to providing friendly and professional client service . The role also ... requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate … more
- LPL Financial Holdings, Inc. (Troy, MI)
- …to work with multiple internal departments at a growing company. Responsibilities: Client Service Functions Daily direct communication with advisors and clients ... the Microsoft program suite (Outlook, Word, Excel) Preferences: Strong background in client service with excellent communication skills Strong attention to… more
- Banfield Pet Hospital (Tracy, CA)
- …Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client ... *Action Oriented *Listening Functional *Preventative care and OWPs *Communication Skills * Client Service Skills *Priority Setting *Time Management CAPABILITIES… more
- Hightower (Purchase, NY)
- …communities. Altium Wealth is looking for a strategic professional to join our growing Client Service team. Our Client Service team directly impacts ... Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests Field client … more
- Servpro (Wichita, KS)
- …of Northwest Wichita offers: First-class compensation Superior benefits Career progression Professional development And more! As the Restoration Project Manager , ... estimates utilizing computer hardware and proprietary software Negotiate customer and/or client approval of project scope and estimate Schedule, coordinate and… more
- Jackson Hewitt Tax Service, Inc. (Wayne, MI)
- …Hewitt, and its independently owned and operated franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We ... you come in! We are here to ease their stress and provide expert customer service and tax knowledge. What you'll do here: Inbound/Outbound calls to clients to learn… more
